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Integrity Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Integrity Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$419K Buy
5,201
+793
+18% +$61.5K 0.2% 90
2026
Q1 		$316K Buy
4,408
+2,616
+146% +$194K 0.16% 111
2025
Q4 		$130K Sell
1,792
-5,804
-76% -$422K 0.07% 159
2025
Q3 		$560K Buy
7,596
+148
+2% +$10.6K 0.27% 80
2025
Q2 		$523K Buy
7,448
+1,712
+30% +$112K 0.27% 84
2025
Q1 		$371K Buy
5,736
+1,244
+28% +$83.5K 0.21% 90
2024
Q4 		$297K Buy
4,492
+652
+17% +$44.3K 0.17% 95
2024
Q3 		$253K Buy
3,840
+280
+8% +$17.6K 0.15% 101
2024
Q2 		$215K Buy
3,560
+1,032
+41% +$62.7K 0.13% 109
2024
Q1 		$158K Buy
2,528
+468
+23% +$27.7K 0.11% 114
2023
Q4 		$120K Buy
2,060
+12
+0.6% +$641 0.09% 121
2023
Q3 		$107K Sell
2,048
-260
-11% -$14.3K 0.08% 122
2023
Q2 		$127K Buy
2,308
+132
+6% +$6.92K 0.09% 109
2023
Q1 		$115K Buy
2,176
+36
+2% +$1.92K 0.09% 119
2022
Q4 		$109K Buy
2,140
+912
+74% +$46.5K 0.1% 111
2022
Q3 		$58K Hold
1,228
– – 0.06% 115
2022
Q2 		$60K Buy
1,228
+304
+33% +$16.4K 0.06% 116
2022
Q1 		$55K Buy
924
+516
+126% +$30.3K 0.05% 117
2021
Q4 		$26K Buy
+408
New +$25.6K 0.02% 143

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Integrity Financial's VO Position: Q2 2026 in Review

Integrity Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, buying an estimated $61.5K and bringing the position to 5,201 shares worth $419K. The position accounts for 0.2% of the portfolio, ranked #90.

Integrity Financial first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $560K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Integrity Financial held 5,201 shares of Vanguard Morningstar Mid-Cap ETF worth $419K as of Q2 2026.
  • Integrity Financial bought 793 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $61.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Integrity Financial's portfolio in Q2 2026, its #90 holding.
  • Integrity Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Integrity Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $560K in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.